3rd Quarter 2023

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If you enjoy going through 13-F filings, take look at Q1 2023 for the 13-f filers I read on regular basis.

Enjoy!!!

Fund Name	Date	Stocks Mentioned
East72 Dynasty Trust	10/19/2023	VIRT
Cove Street Capital	10/19/2023	MGM SSP LFCR ECVT HNRG CNX DLHC AMSWA
Vltava Fund	10/19/2023	ELV
Comus Investments	10/19/2023
LVS Advisory	10/19/2023	SENEA
Coho Relative Value Equity	10/20/2023
Rowan Street Capital	10/20/2023	META
Heartland Mid Cap Value Fund	10/20/2023	FAF NOV SPB
Heartland Value Fund	10/20/2023	MHK NFG STC
Heartland Value Plus Fund	10/20/2023	CRI
Myrmikan Research	10/20/2023
Fiduciary Management Inc.	10/20/2023	VVV SYY CCEP
Leaven Partners	10/20/2023
St. James Investment Company	10/20/2023
The Ithaka Group	10/20/2023
Right Tail Capital	10/20/2023	FERG CNSWF
Laughing Water Capital	10/20/2023	CDMO THRY HGV LFCR
Curreen Capital	10/20/2023
Akre Focus Fund	10/20/2023
Gehlen Bräutigam Capital GmbH	10/20/2023	ANIM.IM EG7.SW MAB1.LN PHLL.L
Old West Capital Management	10/21/2023	ADMLF
Merion Road Capital	10/21/2023	SUM DSGR KLG
Wedgewood Partners Large Cap Focused Growth	10/21/2023	ORLY
Claret Asset Management	10/21/2023
Ace River Capital	10/21/2023	RICK DSHK HZO
Madison Dividend Income Fund	10/21/2023
Madison Investors Fund	10/21/2023	TXN A
Madison Mid Cap Fund	10/21/2023	DLTR
Madison Small Cap Fund	10/21/2023	FROG HAYW
Madison Sustainable Equity Fund	10/21/2023	TXN
Palm Valley Capital Fund	10/21/2023	LSDAF MLR CRD-A AAP TBI AVA FPI SSRM
Upslope Capital Management	10/21/2023	BALL
Manole Capital Management	10/21/2023	PYPL
Patient Capital Management	10/21/2023	C EXPE
Smead International Value Fund	10/21/2023
Smead Value Fund	10/21/2023
Vulcan Value Partners	10/21/2023	DEO MAR TXN UNH
Oakmark Fund	10/22/2023	CNC CSCO CTVA CVS DHRPSX
Oakmark Global Fund	10/22/2023	CHTR STJPF ORCL BC CSCO
Oakmark Global Select Fund	10/22/2023	CHTR CNHI GOOGL CS
Oakmark International Fund	10/22/2023	FSNUY WWLNF IITSF BNZL.L
Oakmark International Small Cap Fund	10/22/2023	SCHA.NOSTJPF KNCRF NENTF 8919 ICP.L FLRAF
Oakmark Select Fund	10/22/2023	IQV
Frontaura Global Frontier Fund LLC	10/22/2023
Aristotle - Core Equity	10/22/2023	ORCL META
Aristotle - Focus Growth	10/22/2023	ADBE META
Aristotle - International Equity ADR	10/22/2023
Aristotle - Large Cap Growth	10/22/2023	ADBE META
Aristotle - Small Cap Equity	10/22/2023	PTEN TKO
Aristotle - Small/Mid Cap Equity	10/22/2023	PTEN TKO
Aristotle - Value Equity	10/22/2023	AMGN PSX XYL MCHP
L1 Capital Long Short Fund	10/22/2023
Cooper Investors CI Australian Equities Fund	10/22/2023
Cooper Investors Global Equity Fund (Hedged)	10/22/2023
Cooper Investors Global Equity Fund (Unhedged)	10/22/2023
Third Avenue International Real Estate Value Fund	10/22/2023
Third Avenue Real Estate Value Fund	10/22/2023
Third Avenue Small-Cap Value Fund	10/22/2023	LXU
Third Avenue Value Fund	10/22/2023
Carillon Eagle Mid Cap Growth Fund	10/22/2023
Carillon Eagle Small Cap Growth Fund	10/22/2023
White Falcon Capital Management	10/22/2023	ROVR
Miller/Howard Investments	10/22/2023
Plural Investing	10/22/2023	CURN DRTGF
Cedar Creek Partners	10/23/2023	PROM PCHM ROYTL SODI CZBS
Miller Deep Value	10/23/2023	NBR CHS AXL GTN BFH FOSL
Miller Income Strategy	10/23/2023	T CHS JXN WAL MPW OGN MED
Alta Fox Capital Management	11/03/2023	FCFS
Choice Equities Fund	11/03/2023	MGNI CROX SHAK
Tidefall Capital Management	11/03/2023
Appleseed Fund	11/03/2023	DG WCC GNK
Baron Asset Fund	11/03/2023	ONON
Baron Discovery Fund	11/03/2023	S LLYVA EWCZ TXG
Ensemble Fund	11/03/2023	ADI MA
Silver Beach Capital	11/03/2023	DNTCF FNF C
Whitebrook Capital Partners	11/03/2023
Fairlight Alpha Fund LP	11/03/2023	CZBS MFBP EC
Polen Capital - Focus Growth	11/04/2023	LLY NVO
Polen Capital - Global Growth	11/04/2023	MSCI NVO
Polen Capital - International Growth	11/04/2023	NVO
Polen Capital - U.S. Small Company Growth	11/04/2023	CWAN XPEL EXLS
Polen Capital - Global SMID Company Growth	11/04/2023	TSYHF MORN PGNY DOCS CCCS XPEL
Polen Capital - U.S. SMID Company Growth	11/04/2023	CWAN
Hoisington Investment Management	11/04/2023
Pzena Investment Management	11/04/2023
Bronte Capital	11/04/2023	REGN SRPT
Giverny Capital Asset Management	11/04/2023	CIEN SSNC SCHW ASHTF FI FERG
Alluvial Capital Management	11/05/2023	MCEM TLNE HMM-A SENEA FTLF PX
Diamond Hill Small Cap Fund	11/05/2023	PRGS DCO MLR
L1 International Capital Fund	11/05/2023	BKNG INTU NRP
The London Company - Large Cap	11/05/2023	GOOG ALB MLM NSC
The London Company - Mid Cap	11/05/2023	LII ODFL DLTR ENTG FIS
The London Company - Small Cap	11/05/2023	TPX QLYS NEU ENOV LANC NGVT
The London Company - Small-Mid Cap	11/05/2023	BR LW CHDN LANC MTN WAT ZBRA
Weitz Partners III Opportunity Fund	11/05/2023
Weitz Multy Cap Equity Fund	11/05/2023
Weitz Large Cap Equity Fund	11/05/2023	MCHP EFX
Praetorian Capital	11/05/2023
Blue Tower Asset Management	11/05/2023
Alger Spectra Fund	11/05/2023	VRT SLB GFL MSFT TMDX
Headwaters Capital	11/10/2023	ABCM INSP
Long Cast Advisers	11/10/2023	PDEX SOTK RSSS
Baron Emerging Markets Fund	11/10/2023	MAHMF NU
Baron Fifth Avenue Growth Fund	11/10/2023	CPNG
Donville Kent Asset Management	11/10/2023	RTMNF CTSDF RDCPF
Conestoga Capital Advisors, LLC	11/10/2023	CSWI DH
Mairs & Power Growth Fund	11/12/2023
Mairs & Power Small Cap Fund	11/12/2023
MCJ Capital Partners	11/12/2023	CNSWF RDCPF JDG.L KSIOF
Greystone Capital Management	11/12/2023	BELFB MFCSF SENEA
Horos Funds	11/12/2023	CKNHF DALXF ONEXF
Horizon Kinetics	11/12/2023
Alger Mid Cap Focus Fund	11/12/2023	CELH VRTV SPLK DXCM NOVT SHOP
FPA Crescent Fund	11/16/2023
FPA Queens Road Small Cap Value Fund	11/16/2023	FN IDCC DECK AEL MTZ UNFI SFBS CNXC LTHM
FPA Queens Road Value Fund	11/16/2023
FPA Source Capital	11/16/2023	OTEX AVGO
SouternSun Small Cap	11/16/2023	SAM MUSA DY DAR
SouternSun SMID Cap	11/16/2023